Positive Pay is an excellent example of software that has changed dramatically in its race against the criminal element.
Tom Houston, President, T. Houston Technology Group, has published “Cash Management–Desk Reference©, an invaluable reference book and training guide for Cash Management.
Cash Management. The term sounds simple—but until now, delivering the products and services was not. For years, smaller institutions have been understandably reluctant to enter the highly profitable electronic world dominated by mega-banks. It took a lot of money and skilled people to achieve any measure of success. Round two—and the Internet is the referee. Now–to remain competitive, financial institutions must provide advanced Cash Management products and services and key employees must understand the features and benefits, pricing and how to identify sales opportunities.
Houston said one of the main reasons for publishing the guide was “To provide key employees with the right answers before their customers asked.” Houston’s added, “I’m not sure–but I will check and get back to you, only plays for a short time.”
Chapters include:
• Description of the Top 23 Cash Management Products & Services
• Benefits of Each Product & Service
• Recommended Pricing
• 21 Success Stories (Ice-Breakers to Help You Explain Cash Management)
• Sample “Call Report” for Tracking Customer Needs
• Sales Questions (For You to Ask Prospects)
• Frequently Asked Questions (FAQs)
• Talking Pad (Example of How to Explain Your Product’s Financial Benefits)
• Prospect Profiling (Which Customers are the Best Prospects and What to Look for)
• Competition Strengths and Weaknesses
Branch Managers, New Accounts Representatives, Relationship Officers, Administrative Assistants and Project Managers will quickly build a solid foundation of the benefits and features of Cash Management.
Cash Management Desk Reference© also serves as a workbook for Cash Management classes.
Other Resources:
• “Cash Management Document Toolkit”
• “Remote Deposit Capture Toolkit–Legal & Compliance and Sales & Training”
• “Remote Deposit Capture–Customer Rules & Training”
• “Investment Sweeps–Repurchase Agreements and Money Marketing Mutual Funds”
• “Business Debit Card Planning Guide”
• “Instant Issue Debit Card Guide”
• “Reloadable Debit Card Guide”
• “Online Account Opening Guide”
• “Mobile Banking Toolkit”
For additional information:
T. Houston Technology Group ▲ Phone: 281-756-0409 ▲ P.O. Box 1727, Alvin, Texas 77512 ▲ www.thouston.com